See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,441 | $90,600-78.5% | $79,464-75.5% | $135,375-85.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.75% | 977.43%-988.2pp | 718.14%-728.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $2,385 | $3,068-22.3% | $2,800-14.8% | $4,779-50.1% |
| Participant deferral / active EE | $2,944 | $4,050-27.3% | $3,704-20.5% | $5,609-47.5% |
| Admin fee / account holder | $877 | $5,907-85.2% | $5,113-82.8% | $10,827-91.9% |